You Will Fall Down
I fell down the stairs recently. Actually, I fell down an escalator. Going down. Near the bottom.
A Look at Envestnet’s Leaders and Acquisitions
The human capital issue is one of the most challenging facing the advisor community
Envestnet's Jud Bergman on the Kasparov Principle
"Humans plus machines deliver better outcomes" than either alone, says the Envestnet CEO.
Envestnet Wants to Help Advisors Beat Robos at Their Own Game
Envestnet's integrated offerings allow advisors to offer a new model of advice based on clients' actual data and expectations.
Fidelity Names David Canter to Head RIA Channel
Fidelity’s practice management executive will replace departed Bob Oros; Matt Chisholm to assume Canter's duties in consulting and practice management.
Why Trump Advisor Scaramucci ‘Hates’ DOL Fiduciary Rule
At Pershing advisor meeting, an argument for keeping noncorrelated assets in clients’ retirement portfolios, and a warning on disinflation.
TD Ameritrade Cuts Trade Commissions to $6.95 in Latest Price War Salvo
One day after Fidelity cuts were matched by Schwab, TD trimmed online equity, ETF and options trading costs.
Since one of my main jobs is to deliver to you the news and analysis you need, I read plenty of surveys about advisors.
Advisor M&A Growth Is ‘Subplot of a Bigger Story,’ Says Schwab’s Beatty
Record number of 2016 transactions reflects growth of RIA industry and confluence of buyers’ and sellers’ shared search for "durable" businesses.
Fidelity Posts 20% Profit Increase on Modest Revenue Growth in 2016
"Careful cost management" provided $3.5 billion in operating income for the year on a 3.4% rise in revenue to $15.9 billion.